ESOP · DOL Form 5500 · 2023

Mark Thomas & Company, Inc. ESOP

Data updated 2026-08-25

$31M
Total assets Below avg plan size
330
Participants Below avg headcount
80th
Percentile by assets National rank
$94,002
Avg per participant Below avg balance/head
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Official DOL plan name: Mark Thomas & Company, Inc. Employee Stock Ownership Plan · Sponsored by Mark Thomas & Company, Inc. · California · Construction

$31M in assets, 330 participants

Mark Thomas & Company, Inc.'s Mark Thomas & Company, Inc. Employee Stock Ownership Plan reported $31M in total assets and 330 participants in its 2023 DOL Form 5500 filing, ranking in the 80th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,047 in Construction (9,030 peers)

Where Mark Thomas & Company, Inc. Employee Stock Ownership Plan sits by assets

Mark Thomas & Company, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $31M for 330 participants (~$94,002/participant), up 18.2% in 2023.

#7,047
in Construction (9,030 peers)
+18.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Mark Thomas & Company, Inc. Employee Stock Ownership Plan's outsized position by total assets

Mark Thomas & Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$31,020,639 Top 20% higher than 80% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Mark Thomas & Company, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mark Thomas & Company, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (330 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mark Thomas & Company, Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Mark Thomas & Company, Inc. Employee Stock Ownership Plan end-of-year assets rose from $26M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Mark Thomas & Company, Inc. Employee Stock Ownership Plan reported participants rose from 306 in the plan year 2022 filing to 330 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 941451490 · Mark Thomas & Company, Inc. PY 2023 · ESOP

Mark Thomas & Company, Inc. Employee Stock Ownership Plan · $31M · 330 · 80th

  • EOY $31M
  • 5500 330
  • ASSETS 80th
  • PCT ESOP
  • EIN near Badger Custom Pallets, Inc. Employee Stock Ownership Plan
  • RANK ind #7047

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in California →

Mark Thomas & Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Tallman Equipment Co., Inc. Employee Stock Ownership PlanTallman Equipment Co., Inc. …$31MBadger Custom Pallets, Inc. Employee Stock Ownership PlanBadger Custom Pallets, Inc. …$31MMark Thomas & Company, Inc. Employee Stock Ownership PlanMark Thomas & Company, Inc. …$31MThe Graham Company Employee Stock Ownership PlanThe Graham Company Employee …$31MMidwest Bancorporation, Inc and Affiliates Employee Stock Ownership PlanMidwest Bancorporation, Inc …$31M
End-of-year total assets ($M) among Mark Thomas & Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$31M
Net Income$5M
Employer EIN941451490
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mark Thomas & Company, Inc.)

Sponsor-wide plan assets over time

All Mark Thomas & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$101M 46.918135538097% vs 2022
2024 filing year
$60M$70M$80M$90M$100M$110M 202220232024 $68.7M $101M ▲ +46.9%
Year Plans Participants Total Assets
2022 2 570 $69M
2023 2 628 $86M
2024 2 752 $101M

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Mark Thomas & Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Mark Thomas & Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.031020639 · Participants: 330Mark Thomas & Company, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Mark Thomas & Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Mark Thomas & Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Mark Thomas & Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Badger Custom Pallets, Inc. Employee Stock Ownership Plan in WI ($31M); by covered participants it is American Refining Group Employee Stock Ownership Plan in PA (329 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (330 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mark Thomas & Company, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Mark Thomas & Company, Inc. Employee Stock Ownership Plan grew sharply - up 18.2% during 2023, from $26M to $31M. Reported net income was $5M.
How have Mark Thomas & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mark Thomas & Company, Inc.'s sponsor-wide assets grew 46.9%, from $69M to $101M.
Where does Mark Thomas & Company, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Mark Thomas & Company, Inc. Employee Stock Ownership Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Mark Thomas & Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Badger Custom Pallets, Inc. Employee Stock Ownership Plan in WI ($31M, 62 participants).
Which ESOP plans cover a similar participant headcount to Mark Thomas & Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is American Refining Group Employee Stock Ownership Plan in PA (329 participants, $49M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 941451490.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.